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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAI
951
American Assets Inc
California
$369K – – –
STA
952
Summit Trail Advisors
New York
$369K +$2.13K +68 +0.7%
QWP
953
Quotient Wealth Partners
Texas
$368K +$313K +9,964 New
GWA
954
GGM Wealth Advisors
Maryland
$367K – – –
WA
955
WealthTrust Axiom
Pennsylvania
$367K -$30.8K -980 -9%
SAA
956
Southeast Asset Advisors
Georgia
$361K -$38.5K -1,226 -11%
BA
957
Bristlecone Advisors
Washington
$360K +$14.6K +466 +5%
APG
958
Abacus Planning Group
South Carolina
$360K -$11.5K -367 -4%
CCA
959
Checchi Capital Advisers
California
$359K -$188 -6 -0.1%
NAS
960
Nicolet Advisory Services
Wisconsin
$359K -$133K -4,245 -31%
WCM
961
Winthrop Capital Management
Indiana
$358K +$304K +9,693 New
WBC
962
Westpac Banking Corp
Australia
$356K -$65.9K -2,098 -18%
CIP
963
Convergence Investment Partners
Florida
$354K +$301K +9,588 New
IWM
964
IHT Wealth Management
Illinois
$354K -$74K -2,358 -20%
CCA
965
Cobblestone Capital Advisors
New York
$354K -$22.9K -728 -7%
WI
966
WrapManager Inc
California
$353K -$57.7K -1,838 -16%
TW
967
TritonPoint Wealth
Maryland
$350K +$297K +9,467 New
NRI
968
NFP Retirement Inc
California
$346K +$1.44K +46 +0.5%
KA
969
Kovack Advisors
Florida
$346K +$11.3K +361 +4%
EB
970
Eastern Bank
Massachusetts
$344K -$101K -3,220 -26%
EHC
971
Everett Harris & Co
California
$343K -$1.66K -53 -0.6%
CBFP
972
Cedar Brook Financial Partners
Ohio
$343K +$21.1K +673 +8%
NL
973
NWAM LLC
Washington
$343K +$20.9K +667 +8%
PI
974
PEAK6 Investments
Illinois
$343K +$291K +9,279 New
CIC
975
Crawford Investment Counsel
Georgia
$342K -$17K -542 -6%
37 38
39
40 41